Equities

Investing

Could summer rally in tech stocks be a bear market trap?

Has the summer rally in tech stocks been a classic bear market trap? A surge that could catch out the unwary and lure them into suffering further losses.

Equities

“We are not single-outcome investors”: The value perspective in difficult market conditions

Remaining disciplined and using periods of volatility to find opportunities are key tenets of the US Value Team at Artisan Partners.

Investing

The signals that point to the market’s long-term recovery

History shows that a rally in a bear market can be something of a false dawn. Several components need to come together to signal a more sustained recovery.

Investing

Visits to Taiwan raise China’s ire, but unlikely to have market impact

While some investors may worry about portfolio repercussions, it’s unlikely the tensions between the world’s two-biggest economies will escalate enough to affect markets.

Equities

How historical rallies compare within bear markets

Resisting the urge to try to time the market, focusing on strategic asset allocation, and staying the course has typically been a highly effective approach for long-term investment success.

Equities

The six essentials when building an investment portfolio

Building a well-crafted portfolio requires an understanding of financial markets, taxes, asset classes, and human nature. Done right, the chances of positive investment outcomes are greatly increased.

Equities

How lower equity volatility has reduced portfolio risk

Qontigo’s Multi-Asset Class Risk Monitor showed that a stronger co-movement of share prices and foreign exchange rates against the dollar reduced the risk of US assets.

Equities

Research shows US dollar ‘remains at strongest level in decades’

Qontigo’s weekly Equity Risk Monitor also revealed falling factor volatility has driven down index risk while Gulf Arab markets came out as top performers.

ETFs

Money market funds realize longest weekly inflows streak of the year

Research from Refinitiv Lipper shows money market funds have reported four straight weeks of inflows, while US broad-based equity indices traded positive for the fourth week in five.

Macro

Is value’s outperformance peaking?

Growth underperformance appears overextended amid expectations that economic growth will slow and inflation risk will moderate.

Equities

Views from Cardinal Retirement Planning: separating Buffett from Grantham

Long-term investors with generous time horizons can find value in a downturn like this, despite what the bearish voices in the market might say.

Indexing

Investing in times of uncertainty

Where to allocate available funds and tactical moves to improve returns and mitigate risk are important issues that have even the savviest among us questioning the proper strategy and approach.

Data

Why now is the ‘opportunity of a lifetime’ for advisers

Nepsis’ Chuck Etzweiler believes astute advisers have been brought – "literally on a silver platter" – a healthy and much-needed valuation reset on equity prices.

Equities

Advyzon’s Huckstep: ‘Pessimistic but short of outright bearish’ as we head into second half of the year

Brian Huckstep, chief investment officer at Advyzon Investment Management talks to Investment Strategy about valuations and his near-term predictions.

Research

The battle between psychology and economics: when valuations drift from fundamentals

We drift further away from the financials when an investment thesis or argument is built around a story rather than hard valuation data.

Equities

Is the worst now over for small-caps?

According to Royce Investment Partners' Francis Gannon, there was "nowhere to run and nowhere to hide" in a bearish second quarter for small-caps.